Live Webinars
Modern Retirement Theory (MRT), developed in 2008–2009 by Jason K. Branning, CFP®, RICP®, and M. Ray Grubbs, PhD, is a safety-first, goal-driven approach to retirement planning.…
CE Eligible: Two credits for subscribers who need IAR, CFP, PACE and CPE credits.Join retirement expert Denise Appleby as she explains how these mistakes are often made and what…
Charitable Giving with Purpose: Mastering QCDs and the IRA-to-CGA RolloverFor many retirees, Required Minimum Distributions (RMDs) create unintended tax burdens — especially for…
Seeking tax alpha in retirement income often involves a series of detailed tax computations. In this webinar, Professor Jim DiLellio will demonstrate an award-winning online…
Financial advisors and retirees alike face a critical question: when and how should assets be drawn from tax-deferred and Roth accounts to maximize after-tax wealth? In this data-…